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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,765 | $110,212-0.4% | $96,534+13.7% | $139,466-21.3% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 12.54% | 26.42%-13.9pp | 25.88%-13.3pp | 373.66%-361.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $982 | $5,547-82.3% | $4,851-79.8% | $6,712-85.4% |
| Admin fee / account holder | $15,685 | $11,599+35.2% | $8,253+90.0% | $11,409+37.5% |